Account Management & Your Trusted Team

This course covers the essentials of how to set up and manage accounts with a financial institution, along with how to establish a trusted team of financial advisors. The first topic guides you in selecting the financial institution that matches your needs and goals.

Then you are introduced to the process of setting up a central system to automate all your account transactions, which helps you save money and protect your credit. In a third topic, you learn the differences between debit cards and credit cards and how that information relates to your personal finance management.

Finally, you will understand why having a trusted team of advisors is important to your financial future, and know how to select your team members.